Relationship Manager
Sanlam
full-time
Posted on:
Location Type: Office
Location: Cape Town • South Africa
Visit company websiteExplore more
About the role
- Supporting Santam sales strategy & business plan in line with the region’s targets
- Establish and manage strong relationships with brokers including business managers
- Growth and profitability of allocated broker portfolio
- Work with brokers in developing a business plan to grow business
- Assist in identifying new potential brokers and opportunities for business growth
- Awareness of competition and market information
- Facilitate the sales process and ensure that brokers deal with correct channels
- Facilitate sale of quotes
- Monthly analysis of figures down to broker level
- Report at weekly sales meetings and bi-weekly Team meetings
- People management (service consultant)
Requirements
- Matric Qualification
- Insurance related qualification NQF level 5
- FAIS Compliant
- Regulatory exam compliance
- Minimum 10 years personal lines in an Operational environment involving responsibility of a large portfolio of broker business
- Commercial experience advantageous
- Good Operational experience regarding personal lines business
- Sales experience in the short-term insurance sector with focus on personal lines business
- Experience in maintaining and growing a profitable portfolio of personal insurance- commercial experience advantageous
Benefits
- Health insurance
- Professional development opportunities
- Paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales strategybusiness plan developmentportfolio managementmarket analysissales process facilitationquote salesoperational experiencepersonal lines insurancebroker relationship managementbusiness growth identification
Soft Skills
relationship managementpeople managementcommunicationanalytical skillsteam collaborationstrategic thinkingproblem-solvingnegotiationleadershipcustomer service
Certifications
Matric QualificationNQF level 5 Insurance qualificationFAIS ComplianceRegulatory exam compliance